See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,627 | $95,561-82.6% | $77,163-78.5% | $139,434-88.1% |
| Participation rate | 33.3% | 73.9%-40.6pp | 69.6%-36.2pp | 80.3%-47.0pp |
| Annual return | 13.16% | 54.92%-41.8pp | 37.87%-24.7pp | 372.94%-359.8pp |
| Employer contribution / active EE | $666 | $3,147-78.8% | $2,535-73.7% | $4,751-86.0% |
| Participant deferral / active EE | $749 | $4,624-83.8% | $3,833-80.5% | $6,710-88.8% |
| Admin fee / account holder | $355 | $8,295-95.7% | $5,472-93.5% | $11,403-96.9% |